Email Alerts

The Email Alerts page is divided into sections containing email alerts related to a specific type of event. In each section, several specific alerts are displayed. Provided that the alert is enabled, a notification will be received by any recipient listed for the specific alert function(s) found in each tab.

To use the alert toggles:

• Turn on or off the toggle for the alert type to turn an alert on or off.

• To access more information about a specific alert, turn on the alert and then click the black triangle to open the subsection.

• After making any changes to an alert setting, click SAVE on the left side of the toggle switch to save any changes.

Note

You can only view more information about an alert when the toggle switch is set to ON.

In each subsection, you can do the following:

• View the Payrix Pro platform-generated ID for the alert.

• Add or remove email addresses that receive the alert.

• Turn on or off the SET ON REFERRER toggle.

Note

Email Alerts do not function sandbox environments.

To view a specific section, click the header located at the top of the page. The features of each section are described in the sections below:

Disbursements

The Disbursements section contains notification settings related to disbursement events, including the following alert types:

• Disbursement Requested: A disbursement was requested.

• Disbursement Processing: A disbursement is now processing.

• Disbursement Processed: A disbursement was processed.

• Disbursement Failed: A disbursement request failed.

• Disbursement Denied: A disbursement request was denied.

• Disbursement Returned: A disbursement was returned.

• Debit disbursement recovery: A debit disbursement was completed.

• Upcoming debit disbursement: A debit disbursement was scheduled.

Merchants

The Merchants section contains notification settings related to events involving the merchant boarding process, including the following alert types:

• Merchant Created: A new merchant ID was created in the portal.

• Merchant Boarding: The boarding process for a new merchant has started.

• Merchant Boarded: A new merchant was successfully boarded to the portal.

• Merchant Manual Review: Indicates that the merchant is under manual review by the Payrix Pro platform for verification purposes.

• Merchant Held: Indicates that the merchant account is temporarily held, and is not boarded to the portal. This status will be changed in the future by Underwriting.

• Merchant Denied: A merchant boarding application was denied.

Chargebacks

The Chargebacks section contains notification settings related to events involving any chargebacks that are associated with your account.

The Chargebacks section includes the following alert types:

• Chargeback Opened: A chargeback dispute was opened by a customer’s card brand.

• Chargeback Closed: A chargeback dispute was closed by the Payrix Pro platform.

• Chargeback Created: A chargeback transaction was created manually by the merchant.

• Chargeback Lost: A chargeback dispute was awarded to the purchaser, triggering a debit to the merchant or other user.

• Chargeback Won: A chargeback dispute was awarded to the merchant or Partner, triggering a credit to that user.

Transactions

The Transactions section contains notification settings related to events involving online or point-of-sale transactions associated with your account, including the following alert types:

• Transaction Created: A new transaction was created involving your account.

• Transaction Approved: A transaction was approved.

• Transaction Failed: A transaction failed.

• Transaction Captured: The transaction has been authorized, and funds have been allocated to for settlement, during which fees and other costs will be deducted.

• Transaction Settled: Transaction Funds have been settled and are now available in your account’s Available Balance for withdrawal.

• Transaction Returned: Indicates that a refund was issued to the cardholder for a transaction.

• Transaction Echeck Funded: Indicates that the transaction occurred through eCheck.

• Terminal Transaction Created: A transaction was created using a credit card terminal.

• Terminal Transaction Approved: A terminal transaction was approved.

• Terminal Transaction Failed: A terminal transaction failed.

Invoices

The Invoices section contains notification settings related to events involving invoices for goods or services sold through your merchants or other users associated with your account, including the following alert types:

• Invoice Created: A new invoice was created.

• Invoice Cancelled: An existing invoice was canceled.

• Invoice Expired: The invoice was not paid in full by the required due date.

• Invoice Viewed: The customer viewed the invoice.

• Invoice Paid: The invoice has been paid partially or in full.

• Invoice Emailed: An invoice was emailed to the recipient.

• Invoice Result Failure: A transaction that was paid to the invoice failed.

Subscriptions

The Subscriptions section contains notification settings related to subscription services and payments sold using your merchants or other users associated with your account, including the following alert types:

• Subscription Created: A new subscription was created by one of your merchants.

• Subscription Approved: A pre-authorized subscription payment was approved.

• Subscription Failed: A subscription payment failed.

Change Requests

The Change Requests section contains notification settings related to an entity adding or updating their bank account information.

• Change Request Declined: A change request was declined.

• Change Request Created: A change request was created.

• Change Request Approved: A change request was approved.

• Change Request Manual Review: A change request requires manual review.

VAS EFE Offers

The VAS EFE Offers section contains notification settings related to financial offers associated with your merchants through the Embedded Finance Engine (EFE), including the following alert types:

• VAS EFE Offer Created: An offer was created for a merchant.

• Offer Getting Expired: An offer is expiring in seven days.

• Application Approved: An application was approved.